MCM

Maryland Capital Management Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.21%
This Quarter Est. Return
1 Year Est. Return
-18.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$3.12M
3
+$1.71M
4
FI icon
Fiserv
FI
+$1.37M
5
LMT icon
Lockheed Martin
LMT
+$1.31M

Top Sells

1
+$2.79M
2
+$2.75M
3
+$1.93M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.33M

Sector Composition

1 Technology 25.48%
2 Healthcare 13.7%
3 Financials 11.66%
4 Consumer Discretionary 10.83%
5 Communication Services 10.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$756K 0.07%
+9,096
102
$756K 0.07%
3,939
+190
103
$743K 0.07%
20,895
+3,330
104
$738K 0.07%
16,524
+1,046
105
$734K 0.07%
4,342
+42
106
$729K 0.07%
10,407
-168
107
$701K 0.06%
20,100
+1,800
108
$691K 0.06%
+7,817
109
$677K 0.06%
5,779
+542
110
$649K 0.06%
25,363
-75,287
111
$636K 0.06%
45,330
-73,941
112
$630K 0.06%
11,117
-70
113
$626K 0.06%
14,908
-238
114
$622K 0.06%
5,555
+600
115
$617K 0.06%
3,424
+309
116
$611K 0.06%
15,686
+1,546
117
$603K 0.06%
11,928
+1,604
118
$600K 0.06%
3,198
-336
119
$590K 0.05%
6,950
+160
120
$585K 0.05%
5,359
+729
121
$584K 0.05%
2,707
-3,981
122
$580K 0.05%
5,700
-2,150
123
$577K 0.05%
8,449
+2,944
124
$569K 0.05%
2,200
+373
125
$546K 0.05%
3,776
-783
3 4
5
6 7